Subject: StevnFool Port Update - July 2025
Last post is at: https://www.shrewdm.com/MB?pid...
To get an explanation of how my portfolio was made up at the start of 2025 and the implications of currencies on my reported numbers, please see: https://www.shrewdm.com/MB?pid...
My numbers updated for July are below (note a minor correction to my June return):
Jan Feb Mar Apr May Jun Jul YTD CAGR GSD
Me 2.72% 5.29% -1.79% -5.50% -1.63% -4.29% 0.94% -4.60% -7.76% 14.24%
NASDAQ 1.49% -3.80% -8.21% 0.85% 9.56% 6.66% 3.86% 9.69% 17.18% 23.24%
DOW JONES 4.71% -1.43% -4.04% -3.17% 4.14% 4.50% 0.19% 4.58% 7.96% 13.81%
S&P500 2.69% -1.27% -5.57% -0.86% 6.29% 5.14% 2.30% 8.49% 15.04% 15.21%
Index Average 2.96% -2.17% -5.94% -1.06% 6.66% 5.43% 2.12% 7.59% 13.39% 17.42%
Note that all numbers include dividends (less > 30% combined US and my country withhold tax for dividends received in my portfolio). I used the total returns of the corresponding ETF's (ONEQ, DIA and SPY) as a proxy for total return of the indices.
StevnFool